A people-first way of
doing business
Get to know how we work
A glimpse into your
implementation
Getting to know you
Every great partnership starts with listening. We take the time to understand your business, goals, and team dynamics. From there, we create a tailored plan to set you up for success.
Key Steps: Kick-Off Meeting, Business Requirements, Team Introduction.
Insight
A strong foundation starts with a 360° view of your business. We analyze everything—from finance to project management—to uncover challenges and opportunities. Then, we build a test environment designed to fit your needs.
Key Steps: Document Review, System Audit, Process Mapping, Test Company Build.
Build
Now, we bring the plan to life. We create a real-world environment that models new and improved ways of working, setting the stage for efficiency and success. Clear, measurable metrics guide the process.
Key Steps: Proof-of-Concept Scenarios, Workflow Testing, Performance Benchmarks.
Prototype
Test. Refine. Repeat. We validate solutions with hands-on user testing, ensuring everything works as expected. Any gaps? We adjust and optimize before full rollout.
Key Steps: User Testing, Strategy Refinement, Reporting.
Launch & Optimize
Your launch isn’t the finish line—it’s the beginning. We’re here to ensure a smooth rollout, track adoption, and refine performance so you get the most from Premier. With ongoing support and real-time insights, we help you continuously improve and maximize success.
Key Steps: Adoption, Performance Tracking, KPI Reporting, Customer Feedback.
How we differ?
What to expect
Week 1
Meet your dedicated Implementation Specialist, a construction-focused CPA with a comprehensive 360° view of your business. They’ll guide you through the entire implementation process, set clear expectations, and ensure every step aligns with your growth vision.
Week 1
Meet your dedicated Implementation Specialist, a construction-focused CPA with a comprehensive 360° view of your business. They’ll guide you through the entire implementation process, set clear expectations, and ensure every step aligns with your growth vision.
Week 2
We partner with your finance team and controllers to establish your financial structure, including entities, chart of accounts, subledgers, user roles, WIP, payment terms, approval workflows, vendors, and customers—creating a solid foundation for long-term financial success.
Week 3
We collaborate with your project managers to understand jobs, commitments, variations, and forecasting, and align on KPIs for project reporting. Together, we define project phases, from planning to closeout, map estimates, finalize billing setups, and identify automation opportunities.
Week 4
We create a test environment within Premier, refining your processes, workflows, and reporting. This hands-on experience prepares your team for go-live, ensuring confidence and readiness. Once live, we seamlessly upload opening balances and ongoing projects from your previous system.
Week 5
Your dedicated Implementation Specialist provides hands-on, in-depth training to optimize your processes and demonstrate how Premier streamlines operations. Using real-world examples from finance, accounting, job costing, project management, and field management, they ensure KPIs are aligned across departments, driving cohesive, data-driven performance.
Week 6-7
Go live on Premier with full support within 2 weeks. We manage the history upload, opening balances, and in-progress job data, guiding you through a smooth transition and ensuring a seamless reconciliation with your previous system.
Week 8
For 2-4 weeks post-go-live, you’ll use Premier alongside your previous systems to validate data accuracy. We offer additional hands-on training sessions as needed to ensure your team is fully equipped and confident.
After 60 days
You’ll have access to a dedicated Account Manager and unlimited training sessions to ensure your team—new hires included—gets the most from Premier, maximizing your investment and ensuring long-term success.
Prioritizing your success
With deep construction expertise, we work closely with you to build your Operational Playbook—helping streamline processes, improve decision-making, and support sustainable growth. Together, we’ll create a stronger future for your business—because when you succeed, we succeed.
Empowering Subcontractors
We evaluated Procore, Sage Intacct, and other industry-leading solutions, but we chose Premier because it offered that single, integrated system instead of needing 13 different platforms. The implementation team was fantastic—they genuinely cared and wanted to ensure our success.”
You make us feel like we're the only customer. Everyone involved in the transition really had it nailed down, making the process incredibly seamless. The detailed step-by-step guides, videos, and manuals provided by Premier helped streamline invoicing, reducing errors and making it easy for our users to navigate.”
With our Premier implementation manager’s in-depth construction knowledge and expertise, we reimagined our finance and project management processes and smoothly transitioned all our ongoing projects into the new system within the set deadlines.”
Frequently asked questions
With Premier’s streamlined implementation process, most clients are up and running within 60 days. Our in-house consultants guide you through every step, ensuring a smooth transition with minimal disruption.
With Premier’s streamlined implementation process, most clients are up and running within 60 days. Our in-house consultants guide you through every step, ensuring a smooth transition with minimal disruption.
Onboarding with Premier is a fully virtual, step-by-step process designed to ensure your success. It begins with a detailed business audit to align the platform with your goals, followed by a kick-off session to outline objectives and timelines. We provide hands-on training, sample data prototyping to test real-world scenarios, and assistance with history uploads to ensure data continuity. The process includes a structured go-live phase, team certification programs to validate expertise, and unlimited hands-on support throughout and beyond onboarding, ensuring your team is equipped for long-term success.
Premier includes unlimited support from our in-house team of experts, ensuring you have assistance for troubleshooting, training, or exploring new features whenever you need it. We’re proud to have raving fans who trust our platform and service. Additionally, we offer a dedicated customer portal where you can submit ideas, ensure your feedback is heard, and see your suggestions come to life—often deployed as part of our weekly updates. This commitment to continuous improvement ensures our software evolves with your needs.
You can reach us via phone, email, or directly through the support portal in the platform. Our goal is to resolve your queries quickly and effectively.
Premier uses industry-leading security measures, including encryption, regular audits, and data redundancy, to ensure your information is safe. With our disaster recovery plan in place, your data is always backed up and recoverable.
We provide an easy export process so you can take your data with you. Our team ensures a smooth transition should you choose to move to another platform.